| 5/18/2026 |
Opal Capital Llc
|
Mar 2026 |
$565M
|
141 |
EDGAR ↗
|
| 5/18/2026 |
Stempoint Capital Lp
|
Mar 2026 |
$522M
|
84 |
EDGAR ↗
|
| 5/18/2026 |
Lodge Hill Capital, LLC
|
Mar 2026 |
$518M
|
22 |
EDGAR ↗
|
| 5/18/2026 |
Empire Financial Management Company, LLC
|
Mar 2026 |
$442M
|
211 |
EDGAR ↗
|
| 5/18/2026 |
Merk Investments LLC
|
Mar 2026 |
$368M
|
11 |
EDGAR ↗
|
| 5/18/2026 |
Vestwell Advisors, LLC
|
Mar 2026 |
$365M
|
31 |
EDGAR ↗
|
| 5/18/2026 |
MSA Advisors, LLC
|
Mar 2026 |
$333M
|
50 |
EDGAR ↗
|
| 5/18/2026 |
Chesapeake Wealth Management
|
Mar 2026 |
$326M
|
262 |
EDGAR ↗
|
| 5/18/2026 |
SVF Sponsor III (DE) LLC
|
Mar 2026 |
$297M
|
1 |
EDGAR ↗
|
| 5/18/2026 |
Goodlander Investment Management, LLC
|
Mar 2026 |
$289M
|
12 |
EDGAR ↗
|
| 5/18/2026 |
Kanen Wealth Management LLC
|
Mar 2026 |
$278M
|
36 |
EDGAR ↗
|
| 5/18/2026 |
Strait & Sound Wealth Management LLC
|
Mar 2026 |
$269M
|
180 |
EDGAR ↗
|
| 5/18/2026 |
Ariadne Wealth Management, LP
|
Mar 2026 |
$223M
|
249 |
EDGAR ↗
|
| 5/18/2026 |
Twin Lakes Capital Management, LLC
|
Mar 2026 |
$220M
|
221 |
EDGAR ↗
|
| 5/18/2026 |
Unconventional Investor, LLC
|
Mar 2026 |
$211M
|
46 |
EDGAR ↗
|
| 5/18/2026 |
Adalta Capital Management LLC
|
Mar 2026 |
$209M
|
120 |
EDGAR ↗
|
| 5/18/2026 |
Ma Investment Partnership, LP
|
Mar 2026 |
$208M
|
10 |
EDGAR ↗
|
| 5/18/2026 |
TAM Capital Management Inc.
|
Mar 2026 |
$205M
|
7 |
EDGAR ↗
|
| 5/18/2026 |
Strategic Planning, Inc.
|
Mar 2026 |
$199M
|
54 |
EDGAR ↗
|
| 5/18/2026 |
Barnes Wealth Management Group, Inc
|
Mar 2026 |
$197M
|
184 |
EDGAR ↗
|